As Director of Research and a Portfolio Manager, Louis manages individual client portfolios, which includes determining asset allocations and security selections.  As a member of the Investment Committee, he oversees the investment research process including reviewing existing and potential investment opportunities.

Louis joined the firm in April 2016.  He earned his Bachelor degree in Economics, summa cum laude and also a Masters in Business Administration in Financial Economics from Fairleigh Dickinson University. Prior to joining the firm, Louis served as Director of Research, Portfolio Manager and Equity Analyst at other financial institutions since starting his investment career in 2001. Since 2001, he has covered each industry sector for investment analysis and suitability for client portfolios. Prior to his career in investments, he was a member of the faculty at Fairleigh Dickinson University where he taught Finance and Economics.

He is a member of the New York Society of Security Analysts and the CFA® Institute.

As a faculty member at Fairleigh Dickinson University, Louis mentored students and in his spare time has volunteered at community soup kitchens.